Financial Adviser · COLDSTREAM, VIC

Jim Nelson

26 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 000442817

Jim Nelson is a financial adviser based in Coldstream, Victoria, with 26 years of experience in the financial services industry since 2000. Jim is currently authorised under Advocate Advisory Pty. Ltd., operating through Advocate Advisory. Jim holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jim's qualifications include a Master of Business Administration from Massey University - New Zealand. Jim is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products

Restrictions: Excluding advice on setting up, closing and investment advice on Self Managed Superannuation Funds. Advice on Self Managed Superannuation Funds is limited to Life Risk Insurance.

Authorised to provide tax financial advice services

Qualifications and Training

2002

Master of Business Administration

Massey University - New Zealand

2007

Diploma of Financial Services (Financial Planning)

Australian and New Zealand Institute of Insurance and Finance

2008

Advanced Diploma of Financial Services (Financial Planning)

Australian and New Zealand Institute of Insurance and Finance

2024

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Advocate Advisory Pty. Ltd.

Oct 2023 - Present Current

Excluding advice on setting up, closing and investment advice on Self Managed Superannuation Funds. Advice on Self Managed Superannuation Funds is limited to Life Risk Insurance.

Bridges Financial Services Pty Limited

Jun 2021 - Sep 2023 Ceased

Excludes Self-Managed Super Fund advice

GWM ADVISER SERVICES PTY LTD

Sep 2020 - May 2021 Ceased

National Australia Bank Limited

Feb 2016 - Aug 2020 Ceased

LONSDALE FINANCIAL GROUP PTY LTD

Jul 2013 - Jan 2016 Ceased

Rsm Group Pty Ltd

Feb 2012 - Apr 2013 Ceased

Source: ASIC Financial Advisers Register